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K
kestes
Level 2
December 2, 2022
Question

Printing Reports

  • December 2, 2022
  • 1 reply
  • 6 views

Is there a way to run report that results in a csv or other file type that can be opened or converted to a spreadsheet? We seem to only be able to print a paper copy and see no option to save or download the report?

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
December 2, 2022
A .csv of a clients tax return itself? no.

You can export a Homebase View or Export a list of Contacts to .csv though.....your options are shown under the Homebase menu on the toolbar.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    K
    kestesAuthor
    Level 2
    December 2, 2022

    This is not a tax return , it is a Lead Schedule by Category Report in Asset Manager.

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    December 2, 2022
    You posted under ProSeries, I missed the FAM at the bottom. I dont anything about asset manager, sorry. You may want to edit the title to include FAM, so someone familiar with it sees it quicker.
    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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